Wealthmd Corporation

Wealthmd Corporation (CRD# 140498) is a financial advisory firm headquartered in Louisville, KY. They manage $190,070,876 in 1,017 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
1706 Bardstown Road, Second Floor, Louisville, KY 40205
http://wealthmd.net/
By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    1,017
    ACCOUNTS
  • Average Account Value
    $186,894
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IN, KY, LA, OH, PA, TX

Financial Advisors at Wealthmd Corporation
Showing 1 - 1 of 1 top financial advisors.
1
Philip Sallee, financial advisor Louisville KY
Philip P. Sallee
CRD#: 4120662
1706 Bardstown Road, Second Floor, Louisville, KY 40205

Philip Sallee (CRD# 4120662) is an Investment Advisor Representative working at Wealthmd Corporation in Louisville, KY and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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